Inside this simulator
The capstone. A client has died and you are walking the named executor through a digital estate that spans an exchange account, two self-custodied wallets, a hardware device with no documented PIN, and an NFT collection with unclear valuation. You sequence the transition, coordinate with counsel, and produce the record.
What you'll do
- Inventory on-chain and custodial assets from incomplete client records
- Sequence the executor's access, valuation, and transfer steps
- Handle a hardware wallet whose PIN was never documented
- Assemble the estate file, including valuation basis at date of death
Skills you'll evidence
- Building a digital-asset inventory clients will actually maintain while living
- Coordinating custody recovery with probate timelines and counsel
- Establishing date-of-death valuation for illiquid on-chain assets
Who it's for
Advisors serving families where a meaningful share of net worth is self-custodied and the estate plan has not caught up.
Common questions
- What makes digital assets hard to transfer at death?
- Control is cryptographic, not contractual. A court order compels a custodian, but nothing compels a private key — if access was never documented, the assets are unrecoverable regardless of what the will says. The transition therefore has to be engineered while the client is living.
- Why is this the capstone exercise?
- It requires every prior competency at once: valuation, custody mechanics, tax basis, compliance documentation, and the client conversation — under time pressure and with incomplete records.
Status: Coming soon.